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SOA Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

SOA Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.3K Buy
6,953
+457
+7% +$38.8K 0.01% 398
2026
Q1 		$53.6K Hold
6,496
– – 0.01% 355
2025
Q4 		$49.9K Buy
6,496
+6,034
+1,306% +$472K 0.01% 373
2025
Q3 		$33.6K Buy
462
+322
+230% +$21K 0.01% 435
2025
Q2 		$8.73K Hold
140
– – ﹤0.01% 610
2025
Q1 		$8.25K Hold
140
– – ﹤0.01% 577
2024
Q4 		$6.93K Hold
140
– – ﹤0.01% 589
2024
Q3 		$6.96K Hold
140
– – ﹤0.01% 573
2024
Q2 		$6.15K Sell
140
-29
-17% -$1.28K ﹤0.01% 586
2024
Q1 		$7.1K Hold
169
– – ﹤0.01% 580
2023
Q4 		$6.6K Hold
169
– – ﹤0.01% 573
2023
Q3 		$5.91K Hold
169
– – ﹤0.01% 590
2023
Q2 		$6.15K Hold
169
– – ﹤0.01% 590
2023
Q1 		$6.32K Hold
169
– – ﹤0.01% 588
2022
Q4 		$5.85K Hold
169
– – ﹤0.01% 600
2022
Q3 		$5K Hold
169
– – ﹤0.01% 605
2022
Q2 		$5K Hold
169
– – ﹤0.01% 589
2022
Q1 		$6K Buy
169
+29
+21% +$1.04K ﹤0.01% 662
2021
Q4 		$4K Hold
140
– – ﹤0.01% 691
2021
Q3 		$4K Hold
140
– – ﹤0.01% 708
2021
Q2 		$4K Hold
140
– – ﹤0.01% 690
2021
Q1 		$4K Hold
140
– – ﹤0.01% 650
2020
Q4 		$4K Buy
+140
New +$5.01K ﹤0.01% 631

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SOA Wealth Advisors's IAU Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Gold Trust (IAU) stake by 7% in Q2 2026, buying an estimated $38.8K and bringing the position to 6,953 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #398.

SOA Wealth Advisors first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $53.6K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SOA Wealth Advisors held 6,953 shares of iShares Gold Trust worth $47.3K as of Q2 2026.
  • SOA Wealth Advisors bought 457 iShares Gold Trust shares in Q2 2026, an estimated $38.8K.
  • iShares Gold Trust made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • SOA Wealth Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Gold Trust position peaked at $53.6K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.